Wingate Wealth Advisors, Inc. Invesco Exchange Self Ind Tr Transaction History

Wingate Wealth Advisors, Inc.

  • $179 Billion
  • Q4 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 16,486 shares of BSMU stock, worth $362,527. This represents 0.2% of its overall portfolio holdings.

Number of Shares
16,486
Previous 16,376 0.67%
Holding current value
$362,527
Previous $359 Million 1.15%
% of portfolio
0.2%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$21.93 - $22.06 $2,412 - $2,426
110 Added 0.67%
16,486 $363 Million
Q3 2025

Oct 23, 2025
BUY
$21.43 - $22.06 $2,550 - $2,625
119 Added 0.73%
16,376 $359 Million
Q2 2025

Jul 29, 2025
BUY
$20.97 - $21.71 $2,579 - $2,670
123 Added 0.76%
16,257 $350 Million
Q1 2025

Apr 23, 2025
BUY
$21.49 - $22.03 $149,634 - $153,394
6,963 Added 75.92%
16,134 $348 Million
Q4 2024

Jan 28, 2025
BUY
$21.63 - $22.25 $198,368 - $204,054
9,171 New
9,171 $199 Million

Others Institutions Holding BSMU

# of Institutions
98
Shares Held
6.13M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE SELF-IND TR

BSMU Quotes by TradingView
  • Ticker BSMU
  • Sector ETFs
  • Industry ETFs
More about BSMU
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email